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2024-09-08 Update From: AutoBeta autobeta NAV: AutoBeta > News >
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AutoBeta(AutoBeta.net)01/12 Report--
Compared with the passenger car market this year, the performance of the new energy vehicle market is particularly prominent. According to data from the Federation of passengers, retail sales of domestic passenger cars totaled 19.288 million this year, an increase of-6.8 percent over the same period last year. Among them, wholesale sales of new energy vehicles in 2020 were 1.17 million, an increase of 12.0 percent over the same period last year, showing a strong growth characteristic of a tenacious reversal in the second half of the year. Obviously better than the passenger car market.
The full passenger car market in the first half of the year was affected by the cold winter of the market and the epidemic situation of COVID-19, and there was a relatively large decline in the market, especially for new energy vehicles. Compared with the new power car companies, the decline of traditional new energy car companies is more obvious. Judging from the performance of the overall new energy trend this year, it has gradually changed from enterprise C-end consumers to personal consumption. This also helped the rising head of new power car companies, which rebounded from the second quarter of last year and continued to hit new highs in the second half of last year.
Compared with the new power car companies, the performance of traditional car companies also appeared an inflection point in the second half of the year, although the performance is not as good as the new power car companies, but also showed a rebound and upward trend as a whole. Among them, BYD, a traditional new energy vehicle company, has achieved full-year sales growth through frequent growth in the second half of the year, which is impossible for most traditional fuel car companies.
According to December data, wholesale sales of new energy passenger vehicles reached 210000, up 53.6% from a year earlier, of which plug-in hybrid sales were 34000, up 111.7% from a year earlier. Wholesale sales of pure electric vehicles were 176000, up 45.9 per cent from a year earlier.
Specifically, the strong growth of electric vehicles in December was mainly reflected in the high and low ends, of which the A00 class sold 57000 vehicles, with a share of 32% of pure electric vehicles, accounting for 28% of pure electric vehicles, with a steady growth at the end of the year. B-class electric vehicles reached 47000 rings, accounting for 23% of pure electric share, with the strongest performance.
Xu Haidong, deputy chief engineer of the China Automobile Association, also said that at present, the strategic direction of new energy vehicle enterprises is relatively clear, pulling through the high and low ends. For the future development direction of domestic new energy vehicle enterprises, it is still divided into high-end development, in order to bear the battery cost and vehicle grade to B-class car development cost; or do not rely on subsidies, take the low-end development route.
From the performance of the high-end Tesla and SAIC Wuling Hongguang MINI, we can see that in December, Tesla's domestic Model 3 sales reached 23804 vehicles, and Wuling Hongguang MINIEV sales exceeded 30, 000 vehicles, respectively, which will become the main selling models in the new energy market segment.
It is worth noting that under the prospect of improving sales of new energy vehicles, the subsidy policy for new energy vehicles will be tightened again in 2021. At the end of last year, the four departments jointly issued the Circular on further improving the Financial subsidy Policy for the Promotion and Application of New Energy vehicles. The notice requires that the subsidy standard for new energy vehicles in 2021 will decline by 20% on the basis of 2020, and will be formally implemented on January 1.
However, in Xu Haidong's view, the continued decline of subsidies will not have much impact on the development of new energy vehicles. With the decline of the previous new energy subsidies, the current new energy market has been gradually improved. in the last time, many car companies that rely on subsidies and fraudulent compensation have collapsed one after another, because the amount of subsidies has been difficult to make up for the cost of new energy vehicles.
Xu Haidong also said that in the future, as long as the relevant enterprises recognize these two directions, they will boost the relevant market and pull through the high and low ends. The new energy vehicle market is expected to see high growth in 2021, and sales are expected to increase by more than 40% to 1.8 million vehicles.
Cui Dongshu, secretary general of the Federation of passengers, also believes that, at present, the development of the new energy automobile market this year will maintain a good growth trend in the second half of 2020. In 2021, the overall growth of new energy vehicles will be about 30 per cent, reaching a scale of 1.8 million. Among them, new energy passenger vehicles will reach 1.6 million per month, achieving a relatively strong growth trend of about 40 per cent, while high quality is characterized by core growth. Subsidies will no longer be an important factor, and marketization will be accelerated. "
More and more Internet companies and housing companies have cross-border new energy vehicles. It can also be seen that new energy vehicles are a direction of the future. However, there is also talk of a capital bubble caused by new energy overcapacity. In view of this, Xu Haidong said that the car company itself is the product of capital with new forces, and listing financing is the only way. And capital seeing is a direction of the future, it can not be completely said that it must be a bubble. With the entry of more industry companies, new energy vehicles will be improved through competition. "there will be new spoilers and new winners."
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